VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798,146 shares; 2024Q4: 896,652 shares; 2025Q1: 585,390 shares; 2025Q2: 1,112,695 shares; 2025Q3: 1,260,074 shares; 2025Q4: 1,327,915 shares; 2026Q1: 960,162 shares 960,162 $299M 12.97% -367,753 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,185,985 shares; 2024Q4: 3,480,467 shares; 2025Q1: 4,206,713 shares; 2025Q2: 4,485,838 shares; 2025Q3: 5,841,343 shares; 2025Q4: 6,399,457 shares; 2026Q1: 4,632,193 shares 4,632,193 $243M 10.52% -1,767,264 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668,266 shares; 2024Q4: 3,753,515 shares; 2025Q1: 10,552,884 shares; 2025Q2: 6,757,381 shares; 2025Q3: 8,520,213 shares; 2025Q4: 10,496,877 shares; 2026Q1: 8,065,801 shares 8,065,801 $214M 9.29% -2,431,076 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,903,789 shares; 2024Q4: 1,541,194 shares; 2025Q1: 2,347,021 shares; 2025Q2: 1,849,206 shares; 2025Q3: 1,942,947 shares; 2025Q4: 2,244,094 shares; 2026Q1: 2,117,017 shares 2,117,017 $169M 7.33% -127,077 Timeline ELM SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,868,814 shares; 2025Q2: 6,247,791 shares; 2025Q3: 6,048,885 shares; 2025Q4: 4,496,630 shares; 2026Q1: 6,006,305 shares 6,006,305 $160M 6.92% +1,509,675 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287,567 shares; 2026Q1: 1,842,620 shares 1,842,620 $139M 6.04% +1,555,053 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,456,470 shares; 2024Q4: 2,363,087 shares; 2025Q1: 2,030,540 shares; 2025Q2: 1,925,854 shares; 2025Q3: 1,501,164 shares; 2025Q4: 1,484,000 shares; 2026Q1: 1,791,143 shares 1,791,143 $121M 5.23% +307,143 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953,907 shares; 2024Q4: 746,053 shares; 2025Q1: 748,398 shares; 2025Q2: 1,205,224 shares; 2025Q3: 1,542,269 shares; 2025Q4: 1,601,377 shares; 2026Q1: 1,225,262 shares 1,225,262 $116M 5.01% -376,115 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,322,765 shares; 2024Q4: 1,051,824 shares; 2025Q1: 964,481 shares; 2025Q2: 1,450,614 shares; 2025Q3: 1,550,932 shares; 2025Q4: 1,438,199 shares; 2026Q1: 1,119,616 shares 1,119,616 $76.3M 3.31% -318,583 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,348 shares; 2024Q4: 266,089 shares; 2025Q1: 288,053 shares; 2025Q2: 370,468 shares; 2025Q3: 840,034 shares; 2025Q4: 1,328,709 shares; 2026Q1: 1,165,925 shares 1,165,925 $68.2M 2.96% -162,784 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,887 shares; 2024Q4: 38,028 shares; 2025Q1: 29,632 shares; 2025Q2: 87,761 shares; 2025Q3: 90,620 shares; 2025Q4: 120,434 shares; 2026Q1: 106,752 shares 106,752 $62M 2.69% -13,682 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199,615 shares; 2024Q4: 1,157,812 shares; 2025Q1: 808,822 shares; 2025Q2: 404,581 shares; 2025Q3: 410,381 shares; 2025Q4: 404,268 shares; 2026Q1: 431,442 shares 431,442 $59.7M 2.59% +27,174 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,032 shares; 2024Q4: 82,886 shares; 2025Q1: 675,397 shares; 2025Q2: 553,218 shares; 2025Q3: 756,093 shares; 2025Q4: 1,423,586 shares; 2026Q1: 745,556 shares 745,556 $54.8M 2.37% -678,030 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,369 shares; 2025Q2: 725,836 shares; 2025Q3: 920,867 shares; 2025Q4: 981,313 shares; 2026Q1: 632,274 shares 632,274 $44.4M 1.92% -349,039 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712,629 shares; 2024Q4: 683,188 shares; 2025Q1: 646,164 shares; 2025Q2: 770,390 shares; 2025Q3: 473,347 shares; 2025Q4: 489,530 shares; 2026Q1: 507,836 shares 507,836 $37.7M 1.63% +18,306 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 267,997 shares; 2025Q1: 290,454 shares; 2025Q2: 1,239,305 shares; 2025Q3: 709,547 shares; 2025Q4: 876,410 shares; 2026Q1: 826,995 shares 826,995 $37.6M 1.63% -49,415 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467,618 shares; 2024Q4: 408,555 shares; 2025Q1: 386,277 shares; 2025Q2: 300,321 shares; 2025Q3: 392,859 shares; 2025Q4: 421,257 shares; 2026Q1: 320,704 shares 320,704 $29.4M 1.27% -100,553 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,335 shares; 2024Q4: 1,164,975 shares; 2025Q1: 1,490,494 shares; 2025Q2: 1,704,105 shares; 2025Q3: 1,003,521 shares; 2025Q4: 479,084 shares; 2026Q1: 284,362 shares 284,362 $28.6M 1.24% -194,722 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477,344 shares; 2024Q4: 443,147 shares; 2025Q1: 244,289 shares; 2025Q2: 274,869 shares; 2025Q3: 295,139 shares; 2025Q4: 420,411 shares; 2026Q1: 275,691 shares 275,691 $27.3M 1.18% -144,720 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,682 shares; 2024Q4: 91,138 shares; 2025Q1: 96,110 shares; 2025Q2: 82,358 shares; 2025Q3: 155,764 shares; 2025Q4: 169,392 shares; 2026Q1: 139,209 shares 139,209 $26.9M 1.16% -30,183 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,984 shares; 2024Q4: 105,221 shares; 2025Q1: 71,552 shares; 2025Q2: 32,351 shares; 2025Q3: 105,623 shares; 2025Q4: 105,904 shares; 2026Q1: 85,423 shares 85,423 $21.7M 0.94% -20,481 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811,645 shares; 2024Q4: 833,340 shares; 2025Q1: 680,854 shares; 2025Q2: 562,556 shares; 2025Q3: 799,277 shares; 2025Q4: 743,744 shares; 2026Q1: 1,010,445 shares 1,010,445 $21.4M 0.93% +266,701 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,298 shares; 2024Q4: 229,571 shares; 2025Q1: 204,295 shares; 2025Q2: 199,552 shares; 2025Q3: 134,823 shares; 2025Q4: 452,643 shares; 2026Q1: 375,373 shares 375,373 $18.7M 0.81% -77,270 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,823 shares; 2024Q4: 179,779 shares; 2025Q1: 556,718 shares; 2025Q2: 447,837 shares; 2025Q3: 443,839 shares; 2025Q4: 428,603 shares; 2026Q1: 179,257 shares 179,257 $18.5M 0.8% -249,346 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,475 shares; 2025Q3: 132,503 shares; 2025Q4: 110,132 shares; 2026Q1: 110,658 shares 110,658 $18.3M 0.79% +526 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128,766 shares; 2025Q2: 33,731 shares; 2025Q3: 39,098 shares; 2025Q4: 42,976 shares; 2026Q1: 211,312 shares 211,312 $15.7M 0.68% +168,336 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,417 shares; 2024Q4: 139,749 shares; 2025Q1: 144,841 shares; 2025Q2: 63,681 shares; 2025Q3: 50,152 shares; 2025Q4: 130,108 shares; 2026Q1: 140,396 shares 140,396 $14.9M 0.64% +10,288 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,506 shares; 2024Q4: 38,103 shares; 2025Q1: 26,609 shares; 2025Q2: 14,189 shares; 2025Q3: 14,700 shares; 2025Q4: 14,610 shares; 2026Q1: 14,743 shares 14,743 $9.36M 0.41% +133 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,057 shares; 2024Q4: 143,362 shares; 2025Q1: 87,356 shares; 2025Q2: 63,035 shares; 2025Q3: 66,243 shares; 2025Q4: 96,023 shares; 2026Q1: 93,988 shares 93,988 $8.21M 0.36% -2,035 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,262 shares; 2025Q2: 7,354 shares; 2025Q3: 24,783 shares; 2025Q4: 19,832 shares; 2026Q1: 25,791 shares 25,791 $6.36M 0.28% +5,959 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,274 shares; 2024Q4: 125,823 shares; 2025Q1: 120,165 shares; 2025Q2: 117,172 shares; 2025Q3: 115,833 shares; 2025Q4: 112,477 shares; 2026Q1: 112,070 shares 112,070 $5.99M 0.26% -407 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,637 shares; 2025Q4: 70,637 shares; 2026Q1: 85,046 shares 85,046 $5.86M 0.25% +14,409 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,218 shares; 2024Q4: 59,101 shares; 2025Q1: 51,014 shares; 2025Q2: 45,739 shares; 2025Q3: 45,162 shares; 2025Q4: 45,133 shares; 2026Q1: 49,756 shares 49,756 $5M 0.22% +4,623 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,530 shares; 2024Q4: 141,903 shares; 2025Q1: 142,453 shares; 2025Q2: 152,095 shares; 2025Q3: 154,882 shares; 2025Q4: 163,644 shares; 2026Q1: 197,275 shares 197,275 $4.73M 0.2% +33,631 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,053 shares; 2025Q3: 19,053 shares; 2025Q4: 19,053 shares; 2026Q1: 19,053 shares 19,053 $4.46M 0.19% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $4.28M 0.19% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,816 shares; 2025Q1: 2,765 shares; 2025Q2: 2,062 shares; 2025Q3: 7,063 shares; 2025Q4: 6,364 shares; 2026Q1: 6,194 shares 6,194 $3.91M 0.17% -170 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,097 shares; 2024Q4: 12,402 shares; 2025Q1: 17,392 shares; 2025Q2: 20,012 shares; 2025Q3: 52,366 shares; 2025Q4: 59,046 shares; 2026Q1: 60,019 shares 60,019 $3.72M 0.16% +973 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,998 shares; 2025Q3: 19,998 shares; 2025Q4: 19,998 shares; 2026Q1: 15,998 shares 15,998 $3.51M 0.15% -4,000 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,611 shares; 2025Q3: 3,901 shares; 2025Q4: 3,837 shares; 2026Q1: 3,877 shares 3,877 $3.44M 0.15% +40 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 11,911 shares; 2025Q1: 1,559 shares; 2025Q2: 10,176 shares; 2025Q3: 11,417 shares; 2025Q4: 27,373 shares; 2026Q1: 26,891 shares 26,891 $3.43M 0.15% -482 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares; 2025Q3: 9,094 shares; 2025Q4: 9,094 shares; 2026Q1: 7,594 shares 7,594 $2.89M 0.13% -1,500 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,538 shares; 2024Q4: 7,373 shares; 2025Q1: 7,159 shares; 2025Q2: 9,231 shares; 2025Q3: 20,825 shares; 2025Q4: 37,784 shares; 2026Q1: 23,474 shares 23,474 $2.78M 0.12% -14,310 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,416 shares; 2024Q4: 19,696 shares; 2025Q1: 20,321 shares; 2025Q2: 20,093 shares; 2025Q3: 20,289 shares; 2025Q4: 21,045 shares; 2026Q1: 22,514 shares 22,514 $2.72M 0.12% +1,469 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,545 shares; 2025Q3: 46,541 shares; 2025Q4: 69,811 shares; 2026Q1: 69,811 shares 69,811 $2.7M 0.12% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,652 shares; 2024Q4: 22,711 shares; 2025Q1: 13,277 shares; 2025Q2: 24,820 shares; 2025Q3: 28,739 shares; 2025Q4: 57,384 shares; 2026Q1: 52,008 shares 52,008 $2.52M 0.11% -5,376 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,363 shares; 2024Q4: 86,922 shares; 2025Q1: 89,586 shares; 2025Q2: 471,726 shares; 2025Q3: 549,968 shares; 2025Q4: 373,205 shares; 2026Q1: 103,002 shares 103,002 $2.51M 0.11% -270,203 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,460 shares; 2025Q3: 10,375 shares; 2025Q4: 10,778 shares; 2026Q1: 10,377 shares 10,377 $2.46M 0.11% -401 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,464 shares; 2025Q1: 1,178 shares; 2025Q2: 6,410 shares; 2025Q3: 6,678 shares; 2025Q4: 7,496 shares; 2026Q1: 6,829 shares 6,829 $2.37M 0.1% -667 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,130 shares; 2025Q1: 2,157 shares; 2025Q2: 4,543 shares; 2025Q3: 4,909 shares; 2025Q4: 6,882 shares; 2026Q1: 6,977 shares 6,977 $2.11M 0.09% +95 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 2,095 shares; 2025Q1: 2,022 shares; 2025Q2: 9,831 shares; 2025Q3: 10,756 shares; 2025Q4: 12,864 shares; 2026Q1: 11,962 shares 11,962 $2.08M 0.09% -902 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,487 shares; 2025Q4: 7,361 shares; 2026Q1: 7,381 shares 7,381 $2.02M 0.09% +20 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,317 shares; 2024Q4: 128,479 shares; 2025Q1: 87,723 shares; 2025Q2: 30,957 shares; 2025Q3: 32,403 shares; 2025Q4: 35,815 shares; 2026Q1: 70,129 shares 70,129 $1.97M 0.09% +34,314 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 1,730 shares; 2025Q1: 1,872 shares; 2025Q2: 4,619 shares; 2025Q3: 5,217 shares; 2025Q4: 10,005 shares; 2026Q1: 7,314 shares 7,314 $1.95M 0.08% -2,691 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 683 shares; 2025Q1: 799 shares; 2025Q2: 1,406 shares; 2025Q3: 5,295 shares; 2025Q4: 5,331 shares; 2026Q1: 5,364 shares 5,364 $1.93M 0.08% +33 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,667 shares; 2025Q3: 9,299 shares; 2025Q4: 9,347 shares; 2026Q1: 9,438 shares 9,438 $1.77M 0.08% +91 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,977 shares; 2026Q1: 6,018 shares 6,018 $1.64M 0.07% +1,041 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,232 shares; 2024Q4: 5,232 shares; 2025Q1: 4,966 shares; 2025Q2: 5,378 shares; 2025Q3: 7,697 shares; 2025Q4: 7,791 shares; 2026Q1: 7,811 shares 7,811 $1.62M 0.07% +20 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 3,504 shares; 2025Q1: 1,733 shares; 2025Q2: 6,748 shares; 2025Q3: 6,823 shares; 2025Q4: 7,789 shares; 2026Q1: 9,877 shares 9,877 $1.55M 0.07% +2,088 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,701 shares; 2025Q3: 7,702 shares; 2025Q4: 7,998 shares; 2026Q1: 7,851 shares 7,851 $1.54M 0.07% -147 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,589 shares; 2025Q4: 4,521 shares; 2026Q1: 7,223 shares 7,223 $1.52M 0.07% +2,702 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,010 shares; 2025Q4: 7,250 shares; 2026Q1: 7,250 shares 7,250 $1.45M 0.06% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,912 shares; 2024Q4: 55,912 shares; 2025Q1: 64,586 shares; 2025Q2: 69,538 shares; 2025Q3: 5,526 shares; 2025Q4: 9,162 shares; 2026Q1: 19,868 shares 19,868 $1.45M 0.06% +10,706 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,932 shares; 2025Q2: 4,562 shares; 2025Q3: 18,348 shares; 2025Q4: 18,391 shares; 2026Q1: 18,388 shares 18,388 $1.37M 0.06% -3 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 893 shares; 2025Q3: 1,039 shares; 2025Q4: 1,154 shares; 2026Q1: 1,349 shares 1,349 $1.34M 0.06% +195 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,132 shares; 2025Q3: 9,171 shares; 2025Q4: 9,254 shares; 2026Q1: 9,463 shares 9,463 $1.25M 0.05% +209 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,238 shares; 2025Q3: 1,809 shares; 2025Q4: 2,110 shares; 2026Q1: 2,582 shares 2,582 $1.23M 0.05% +472 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,910 shares; 2025Q4: 4,114 shares; 2026Q1: 4,138 shares 4,138 $1.17M 0.05% +24 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,514 shares; 2025Q2: 10,239 shares; 2025Q3: 12,794 shares; 2025Q4: 12,848 shares; 2026Q1: 12,848 shares 12,848 $1.13M 0.05% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 806 shares; 2025Q3: 3,631 shares; 2025Q4: 3,600 shares; 2026Q1: 3,778 shares 3,778 $1.11M 0.05% +178 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,210 shares; 2025Q2: 30,758 shares; 2025Q3: 30,759 shares; 2025Q4: 30,762 shares; 2026Q1: 22,616 shares 22,616 $1.08M 0.05% -8,146 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,488 shares; 2025Q4: 5,644 shares; 2026Q1: 5,991 shares 5,991 $1.03M 0.04% +347 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,149 shares; 2025Q1: 1,166 shares; 2025Q2: 1,937 shares; 2025Q3: 4,546 shares; 2025Q4: 4,585 shares; 2026Q1: 4,673 shares 4,673 $996K 0.04% +88 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 921 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,258 shares; 2025Q4: 2,772 shares; 2026Q1: 4,150 shares 4,150 $994K 0.04% +1,378 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,246 shares; 2025Q4: 4,399 shares; 2026Q1: 4,813 shares 4,813 $967K 0.04% +414 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,069 shares; 2025Q3: 13,078 shares; 2025Q4: 13,078 shares; 2026Q1: 13,078 shares 13,078 $809K 0.04% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,352 shares; 2024Q4: 1,994 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,855 shares; 2025Q4: 1,614 shares; 2026Q1: 3,456 shares 3,456 $774K 0.03% +1,842 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 1,328 shares; 2025Q4: 1,319 shares; 2026Q1: 1,433 shares 1,433 $768K 0.03% +114 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,777 shares; 2024Q4: 2,792 shares; 2025Q1: 3,693 shares; 2025Q2: 3,034 shares; 2025Q3: 4,622 shares; 2025Q4: 3,471 shares; 2026Q1: 3,471 shares 3,471 $737K 0.03% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 9,787 shares; 2025Q1: 7,185 shares; 2025Q2: 6,607 shares; 2025Q3: 6,607 shares; 2025Q4: 2,220 shares; 2026Q1: 6,512 shares 6,512 $703K 0.03% +4,292 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202 shares; 2025Q3: 299 shares; 2025Q4: 349 shares; 2026Q1: 364 shares 364 $687K 0.03% +15 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,008 shares; 2026Q1: 2,043 shares 2,043 $646K 0.03% +35 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,541 shares; 2025Q1: 2,602 shares; 2025Q2: 2,758 shares; 2025Q3: 3,583 shares; 2025Q4: 3,584 shares; 2026Q1: 3,556 shares 3,556 $645K 0.03% -28 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,989 shares; 2025Q3: 1,989 shares; 2025Q4: 1,989 shares; 2026Q1: 2,083 shares 2,083 $642K 0.03% +94 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 6,932 shares; 2025Q1: not reported; 2025Q2: 4,338 shares; 2025Q3: 4,446 shares; 2025Q4: not reported; 2026Q1: 4,389 shares 4,389 $631K 0.03% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,048 shares; 2025Q3: 6,342 shares; 2025Q4: 6,153 shares; 2026Q1: 6,339 shares 6,339 $612K 0.03% +186 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,175 shares; 2025Q4: 4,148 shares; 2026Q1: 4,100 shares 4,100 $611K 0.03% -48 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: 4,897 shares; 2025Q1: 1,937 shares; 2025Q2: 1,506 shares; 2025Q3: 1,539 shares; 2025Q4: 3,078 shares; 2026Q1: 5,541 shares 5,541 $585K 0.03% +2,463 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,782 shares; 2025Q4: 4,032 shares; 2026Q1: 4,526 shares 4,526 $559K 0.02% +494 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,415 shares; 2025Q4: 21,985 shares; 2026Q1: 43,972 shares 43,972 $551K 0.02% +21,987 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,339 shares; 2025Q1: 12,099 shares; 2025Q2: 12,099 shares; 2025Q3: 12,215 shares; 2025Q4: 17,881 shares; 2026Q1: 17,882 shares 17,882 $535K 0.02% +1 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 1,991 shares; 2025Q1: 2,344 shares; 2025Q2: 4,435 shares; 2025Q3: 4,720 shares; 2025Q4: 5,170 shares; 2026Q1: 6,361 shares 6,361 $532K 0.02% +1,191 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,923 shares; 2025Q1: 2,250 shares; 2025Q2: 5,310 shares; 2025Q3: 3,166 shares; 2025Q4: 5,116 shares; 2026Q1: 4,787 shares 4,787 $528K 0.02% -329 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,314 shares; 2025Q3: 4,314 shares; 2025Q4: 5,914 shares; 2026Q1: 6,210 shares 6,210 $527K 0.02% +296 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,028 shares; 2026Q1: 4,030 shares 4,030 $519K 0.02% +2 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 551 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 1,038 shares 1,038 $518K 0.02% +167 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,511 shares; 2025Q3: 1,525 shares; 2025Q4: 1,614 shares; 2026Q1: 1,614 shares 1,614 $511K 0.02% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 693 shares; 2025Q4: 723 shares; 2026Q1: 754 shares 754 $503K 0.02% +31 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,935 shares; 2025Q4: 10,162 shares; 2026Q1: 10,549 shares 10,549 $498K 0.02% +387 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,401 shares; 2025Q4: 4,406 shares; 2026Q1: 4,410 shares 4,410 $479K 0.02% +4 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 1,332 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares 1,333 $458K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,689 shares; 2026Q1: 1,820 shares 1,820 $455K 0.02% +131 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,956 shares; 2025Q4: 2,910 shares; 2026Q1: 3,065 shares 3,065 $444K 0.02% +155 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,279 shares; 2024Q4: 27,787 shares; 2025Q1: 26,882 shares; 2025Q2: 9,160 shares; 2025Q3: 6,992 shares; 2025Q4: 6,683 shares; 2026Q1: 4,709 shares 4,709 $432K 0.02% -1,974 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,736 shares; 2025Q3: 2,801 shares; 2025Q4: 2,801 shares; 2026Q1: 2,895 shares 2,895 $427K 0.02% +94 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 341 shares 341 $427K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,605 shares; 2025Q4: 4,605 shares; 2026Q1: 4,605 shares 4,605 $424K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,716 shares; 2025Q1: 1,508 shares; 2025Q2: not reported; 2025Q3: 2,276 shares; 2025Q4: 2,276 shares; 2026Q1: 2,276 shares 2,276 $421K 0.02% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,892 shares; 2025Q4: 2,892 shares; 2026Q1: 2,890 shares 2,890 $401K 0.02% -2 Timeline DLO DLOCAL LTD More: the full row for DLOCAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,000 shares; 2026Q1: 32,000 shares 32,000 $397K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 620 shares; 2026Q1: 791 shares 791 $391K 0.02% +171 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,265 shares 1,265 $379K 0.02% -42 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: 768 shares; 2026Q1: 1,245 shares 1,245 $375K 0.02% +477 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,585 shares; 2025Q1: 1,583 shares; 2025Q2: 1,130 shares; 2025Q3: 1,779 shares; 2025Q4: 1,782 shares; 2026Q1: 1,785 shares 1,785 $374K 0.02% +3 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,108 shares; 2026Q1: 3,108 shares 3,108 $367K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $363K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: 599 shares; 2026Q1: 599 shares 599 $359K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,841 shares; 2025Q3: 1,783 shares; 2025Q4: 9,763 shares; 2026Q1: 3,823 shares 3,823 $355K 0.02% -5,940 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,128 shares; 2025Q3: 2,573 shares; 2025Q4: 2,576 shares; 2026Q1: 2,579 shares 2,579 $352K 0.02% +3 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603 shares; 2025Q4: 838 shares; 2026Q1: 839 shares 839 $348K 0.02% +1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 448 shares; 2025Q4: 515 shares; 2026Q1: 616 shares 616 $342K 0.01% +101 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,599 shares; 2025Q1: not reported; 2025Q2: 1,444 shares; 2025Q3: 1,578 shares; 2025Q4: 1,120 shares; 2026Q1: 1,524 shares 1,524 $336K 0.01% +404 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,754 shares; 2025Q4: 2,933 shares; 2026Q1: 3,418 shares 3,418 $315K 0.01% +485 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,209 shares; 2025Q4: 3,215 shares; 2026Q1: 3,219 shares 3,219 $313K 0.01% +4 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147 shares; 2026Q1: 1,289 shares 1,289 $313K 0.01% +142 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,944 shares; 2025Q3: 4,754 shares; 2025Q4: 4,754 shares; 2026Q1: 4,755 shares 4,755 $310K 0.01% +1 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,784 shares; 2025Q3: not reported; 2025Q4: 3,698 shares; 2026Q1: 3,758 shares 3,758 $308K 0.01% +60 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,329 shares; 2025Q4: 1,304 shares; 2026Q1: 1,305 shares 1,305 $304K 0.01% +1 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 828 shares; 2026Q1: 828 shares 828 $300K 0.01% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,354 shares 1,354 $285K 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530 shares; 2025Q4: 531 shares; 2026Q1: 636 shares 636 $282K 0.01% +105 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,547 shares; 2025Q1: 3,229 shares; 2025Q2: 1,903 shares; 2025Q3: 1,946 shares; 2025Q4: 1,946 shares; 2026Q1: 1,946 shares 1,946 $277K 0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares 885 $273K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 840 shares; 2026Q1: 840 shares 840 $270K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,252 shares; 2025Q3: 2,252 shares; 2025Q4: 2,252 shares; 2026Q1: 2,252 shares 2,252 $268K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,896 shares 1,896 $268K 0.01% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,674 shares; 2025Q4: 4,710 shares; 2026Q1: 4,710 shares 4,710 $262K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,341 shares 3,341 $262K 0.01% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,710 shares; 2025Q2: 4,707 shares; 2025Q3: 3,255 shares; 2025Q4: 3,255 shares; 2026Q1: 3,255 shares 3,255 $257K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares; 2026Q1: 1,501 shares 1,501 $247K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,008 shares 8,008 $244K 0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,482 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,257 shares; 2025Q4: 9,706 shares; 2026Q1: 9,708 shares 9,708 $242K 0.01% +2 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,849 shares; 2025Q4: 1,689 shares; 2026Q1: 2,342 shares 2,342 $241K 0.01% +653 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 501 shares 501 $240K 0.01% +1 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 441 shares; 2025Q4: 490 shares; 2026Q1: 427 shares 427 $239K 0.01% -63 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 536 shares; 2025Q1: 463 shares; 2025Q2: 326 shares; 2025Q3: 344 shares; 2025Q4: 356 shares; 2026Q1: 293 shares 293 $237K 0.01% -63 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,703 shares; 2025Q4: 2,414 shares; 2026Q1: 3,361 shares 3,361 $235K 0.01% +947 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,103 shares; 2025Q4: 2,567 shares; 2026Q1: 2,484 shares 2,484 $234K 0.01% -83 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,937 shares 2,937 $224K 0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,712 shares 3,712 $221K 0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,025 shares 4,025 $220K 0.01% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,413 shares 1,413 $220K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,722 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,479 shares 6,479 $218K 0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,427 shares; 2026Q1: 3,427 shares 3,427 $218K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,635 shares; 2025Q4: 1,645 shares; 2026Q1: 1,651 shares 1,651 $214K 0.01% +6 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,687 shares; 2025Q4: 4,687 shares; 2026Q1: 4,687 shares 4,687 $212K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,708 shares 2,708 $208K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,760 shares; 2025Q4: 16,760 shares; 2026Q1: 16,760 shares 16,760 $179K 0.01% 0 Timeline